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“Excellent and thorough tax services. This a group of real professionals and they made the entire process much easier than doing it ourselves. We will be sticking with them!”
“Service was so helpful. Heather at the front desk went above and beyond to aid in navigating a TD Ameritrade/Schwab merger-related challenge.I see there's an option to add photos to this review. It did not occur to me to photodocument the moment.”
“I have been a member for many years. Originally from the Woodbury location. And have always received excellent service. Which continued seamlessly when we moved to the western burbs. Eden Prairie location has been my home location for more than 6 years and continues to provide professional and courteous service”
“Great place to work, just make sure that you go to work with a positive attitude and you'll be happy ? to be honest, the company actually went out there way to make sure I was happy.”
“Over the weekend my checking account was compromised, so after putting a freeze on my account via a phone call to customer service I came in when the branch opened on Monday. Without an appointment the branch manager, Holly Kvapil, met with me, changed over my checking and savings, updated my account to my married name, called and got me new credit/debt cards to be sent to my house, and answered all of my questions. As someone who has never had a checking account with fraud, the experience was new to me but Holly was incredible. I would recommend this branch to anyone!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Great experience moving money into Fidelity. We moved some money late in the year to test end of year reporting, found it excellent, and moved the rest of our retirement funds there. As someone who considers herself technologically challenged, I really appreciate the website. For example, there are two major buttons, one for trade (making changes to assets within an IRA or brokerage account) and one for transfer (moving money out of an account, such as cashing out part of an IRA or money money from a brokerage account to our bank accounts). I needed some handholding at the office and got it!”